RIAs: Under $100M AUM
12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
E.J. Nickerson Co
RIAAUM $21MTEAM 1REPS 1
B4 Financial Planning
RIAAUM $21MTEAM 1REPS 1
Infinity Wealthcare, LLC
RIAAUM $21MTEAM 1REPS 1
Simmons Investment Management LLC
RIALouisville, CO
AUM $21MTEAM 1REPS 1
Guitian Wealth Management, LLC
RIACoral Gables, FL
AUM $20.9MTEAM 1REPS 1
Ithaca Wealth Management
RIAAUM $20.9MTEAM 1REPS 1
Next Adventure Financial LLC
RIAAUM $20.9MTEAM 2REPS 1
Sequoia Financial, LLC
RIAVisalia, CA
AUM $20.9MTEAM 1REPS 1
Wealth Partners Corporation
RIAOverland Park, KS
AUM $20.9MTEAM 1REPS 1
Fowler Wealth Management
RIALake City, SC
AUM $20.9MTEAM 1REPS 1
Monte Capital Group LLC
RIADowners Grove, IL
AUM $20.9MTEAM 5REPS 4
Ford Financial Solutions, LLC
RIANew York, NY
AUM $20.9MTEAM 2REPS 2
Sierra Nevada Wealth Management, LLC
RIADayton, NV
AUM $20.9MTEAM 1REPS 3
Sutton Place Capital Management LLC
RIAAUM $20.9MTEAM 1REPS 1
Resources Asset Management LLC
RIAAUM $20.9MTEAM 1REPS 1
Group W Investment Management LLC
RIABozeman, MT
AUM $20.9MTEAM 1REPS 1
Reiber Wealth
RIAAUM $20.9MTEAM 1REPS 1
Macro Wealth Advisors, Inc.
RIAMc Kinney, TX
AUM $20.8MTEAM 3REPS 2
Precession Capital Management, LLC
RIANew York, NY
AUM $20.8MTEAM 1REPS 1
Context Financial LLC
RIALexington, KY
AUM $20.8MTEAM 2REPS 2
FSG Wealth Advisors, LLC
RIAMemphis, TN
AUM $20.8MTEAM 5REPS 6
Total Wealth
RIAWest Des Moines, IA
AUM $20.8MTEAM 2REPS 1
HF Advisory Services, LLC
RIAAUM $20.8MTEAM 1REPS 1
Pathfinder Wealth Advisors, LLC
RIALos Angeles, CA
AUM $20.8MTEAM 2REPS 1
Other AUM ranges
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